Flagship Private Equity

Our Flagship Private Equity team has honed a consistent strategy while working together for many years. We harness decades of industry insights and a data-driven approach to develop a differentiated conviction around each investment opportunity. This experience allows us to embrace complexity, appreciate hidden value and capitalize on contrarian themes within our target sectors. We bring robust industry knowledge and operational resources to help management teams accelerate growth, and a flexible approach to the structure of each investment.

~$13B

Raised Across Flagship Funds

85

Portfolio Companies

59

Investment Professionals

Figures as of 9/30/2024. Capital raised includes all fund vehicles. Investment team includes Capital Markets.

Focus

Charlesbank’s Flagship team has a 26-year track record of making successful private equity investments in the middle market, while carefully controlling risk. Operating as specialized sector teams, we pursue attractive opportunities in areas where we have extensive industry expertise. Our strategy focuses on partnering with management teams to accelerate strategic initiatives that drive organic growth and acquisitive consolidation.

Transaction Types

We invest across a range of transaction types. Typical investment candidates include:

  • Investments to facilitate growth
  • First- or second-time institutional capital
  • Founder-led businesses
  • Corporate carve-outs
  • Partnership conversions
  • Executive-led greenfield platforms
  • Transactions involving complexity or structural creativity

Target Sectors

Our deep specialization in these sectors allows us to leverage experience and insights to find key opportunities:

  • Business & Consumer Services
  • Healthcare
  • Industrial
  • Technology & Tech Infrastructure
Criteria at a Glance

Typically control transactions

Open to significant minority investments

$150M-$3B target enterprise value

Flagship Team

Flagship Portfolio